Relyea Zuckerberg Hanson’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,181
| Closed | -$230K | – | 258 |
|
|
2024
Q3 | $230K | Buy |
2,181
+164
| +8% | +$17.3K | 0.03% | 229 |
|
|
2024
Q2 | $231K | Buy |
2,017
+19
| +1% | +$2.17K | 0.04% | 210 |
|
|
2024
Q1 | $254K | Buy |
1,998
+110
| +6% | +$14K | 0.04% | 198 |
|
|
2023
Q4 | $219K | Buy |
1,888
+43
| +2% | +$4.99K | 0.04% | 201 |
|
|
2023
Q3 | $221K | Buy |
+1,845
| New | +$221K | 0.05% | 178 |
|